Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kari Schaffer is a financial advisor with Osaic Wealth, Inc. in Waterloo, Iowa, holding Series 63 and Series 65 credentials with 26 years of industry experience. She previously worked for L.M. Kohn & Company for 24 years and leads a third-party administration firm, Paradigm Benefits, LLC, since 1998. She also serves as trustee for a revocable trust for her parents. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employs a variety of asset-allocation tools, and provides access to third-party money managers and wrap programs.

Patricia Monat is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. She has held various roles throughout her career, including leadership positions at Woodbury Financial Services and ownership of Monat Financial Services. Monat is a board member of the Community Foundation of Northeast Iowa, where she participates on the investment committee. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and managed-account solutions.

Ronald Kiewiet is a financial advisor with Cetera who has 56 years of industry experience and holds a Series 63 designation. His work history includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. He serves as a board member for Friends of Faith Retirement Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering a multi-manager platform that supports individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services.

Adam Steenblock is a CFP® professional with 19 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services, along with roles at MONAT Financial Services and SII Investments. He is also president of Milestones Planning, an S-Corporation that manages his firm’s fixed insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms to construct diversified portfolios tailored to client risk profiles.

Jonathan Larson is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stifel since 2009 and previously at UBS Financial Services and Piper Jaffray Inc., with tenures beginning in 1992 and 2006 respectively. Larson serves as a board member of Friendship Village, a nonprofit retirement community, and participates on its Foundation Finance Committee. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and supports client discretion in implementation and monitoring.

Katrina Helle is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at LPL Financial, GreenState Credit Union, TDAmeritrade, Prudential, Farm Bureau Financial Services, and Bank of the West Investment Services. She has served as a FINRA arbitrator since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaiah Mundell is a CFP® certificant affiliated with OSAIC in Waterloo, IA, with seven years of industry experience. He has worked previously at Wells Fargo Advisors, Robinhood Financial, and USAA Investment Services, among others. Mundell owns and operates Mundell Financial Planning Inc. as an additional business activity. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and risk-assessment techniques to develop portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Austin Myers is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. Myers is also involved outside of finance in assisting with cattle operations at Myers Red Angus. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Brent Gilmore is a financial advisor with Stifel in Waterloo, IA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as a voting board member for the Cedar Valley Irish Cultural Association, involved in operations for the annual Iowa Irish Fest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Shane Pitkin is a financial advisor with Wells Fargo Clearing in Waterloo, IA, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he serves as a hunter education instructor with the International Hunter Education Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Phillip Westemeier is a financial advisor with Ameriprise in Waterloo, IA, holding a Series 63 designation and 36 years of industry experience. He has worked at Ameriprise since 2005 and concurrently has a long-standing role at Kum & Go Kerr Mcgee since 1989. He has also been affiliated with the University of Northern Iowa since 1984. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Kohls is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, BFC Planning, Berthel Fisher & Company Financial Services, Lincoln Savings Bank, Securities America Advisors, and LPL Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various advisory programs, while also facilitating insurance product sales through affiliated entities.

Steven Koch is a financial advisor with Edward Jones in Waterloo, IA, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he engages in craft painting around the holidays in Oelwein, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Michael Ohrt is a financial advisor with LPL Financial in Waterloo, IA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work history includes positions at Linsco/Private Ledger Corp., UBS Financial Services, and Piper Sandler & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mikal Ludolph II is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked previously at Woodbury Financial Services and Monat Wealth Management, where he continues to serve as Vice President and Registered Representative. Ludolph also holds a vice president position at Milestones Planning, Inc., an entity associated with OSAIC Wealth, Inc. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Aaron Teare is a financial advisor at Ameriprise in Waterloo, IA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Ameriprise since 2019 and previously spent 12 years at GMAC Mortgage/Ocwen Financial Corporation. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Shirey is a financial advisor with Stifel in Waterloo, Iowa, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel for 17 years. Outside of his advisory role, he serves on the investment committee of the Waterloo Community Foundation and is a member of the finance committee at Westminster Presbyterian Church in Waterloo. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to inform their investment decisions.

Tyler Johnson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a financial planning practice, Johnson Wealth Management Inc., located in Waterloo, IA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Lincoln White is a financial advisor with Edward Jones in Independence, IA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Tom Brown Construction, Designer Show Warehouse, The Buckle, Brigham Young University, and the City of Peoria. Outside of finance, he runs a small wedding business and works as a graphic designer creating images for promotional purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.